# Notification Transaction Configs
Transaction Configs connect documents to outbound messages — when to send (or manual send setup), which channel, provider, template, and recipient rule.
Overview & List View
Go to Settings → Notification System → Transaction Configs.
List columns: Id, Transaction Type, Use for Manual Send, Status, Channel, Recipient Rule, Delay (min).
Quick filters: WhatsApp Configs, Email Configs.
Filters: Transaction Type, Transaction Status (Draft/Approved/Cancelled), Channel.
List actions: New, View, Edit, Delete (multi).
Manual Send Config
Used by the Send Email button on approved sale documents.
| **Field** | **Description** |
|-----------|-----------------|
| Use for Manual Send * | ✓ Check this for manual email setup. |
| Transaction Type * | Sale Invoice, Sale Order, Sale Quotation, or Pro Forma Invoice. |
| Channel * | Email |
| Default Provider * | Email SMTP provider. |
| Notification Template * | Email template for subject/body pre-fill. |
| Default Recipient Rule | Optional — To is usually set on compose screen. |
When Use for Manual Send is checked, these fields are **hidden** (not required):
- Transaction status, Secondary Status
- Timing (Delay)
- Fallback provider / channel
- Conditions (Condition JSON)
Rule: Only one active manual config per transaction type + channel.
Example — Sale Invoice manual email
| Field | Value |
|-------|-------|
| Use for Manual Send | ✓ |
| Transaction Type | Sale Invoice |
| Channel | Email |
| Default Provider | Company Sales Mail |
| Notification Template | Sale Invoice Email |
Full guide: Email Notifications → Config setup
Automatic Send Config
Leave Use for Manual Send unchecked to send when a document reaches a configured status.
| **Field** | **Description** |
|-----------|-----------------|
| Transaction Type * | e.g. Sale Invoice, Credit Note, Pay Run. |
| Transaction Status * | Draft, Approved, or Cancelled — when trigger fires. |
| Secondary Status | Optional custom status filter. |
| Channel * | WhatsApp or Email. |
| Default Provider * | Provider for this channel. |
| Notification Template * | Template for message content. |
| Default Recipient Rule | Who receives the message. |
| Default CC / Default BCC | Email only — comma-separated defaults for automatic sends. |
| Delay (minutes) | Wait after trigger before sending (default 5). |
| Condition JSON | Optional filter (e.g. minimum total). |
| Fallback Provider / Fallback Channel | Alternate send if primary fails. |
WhatsApp example: WhatsApp Messaging → Config setup
Email example: Email Notifications → Automatic Send
Example — Sale Invoice automatic email on approve
| Field | Value |
|-------|-------|
| Use for Manual Send | *(unchecked)* |
| Transaction Type | Sale Invoice |
| Transaction Status | Approved |
| Channel | Email |
| Default Provider | Company Sales Mail |
| Notification Template | Sale Invoice Email |
| Default Recipient Rule | Customer Email |
| Delay (minutes) | 5 |
When a sale invoice is approved, the customer receives the email automatically after the delay. See Email Notifications → Example E for the full walkthrough.
All Fields
| **Section** | **Field** | **Description** |
|-------------|-----------|-----------------|
| General | Use for Manual Send | Enables Send Email button setup; simplifies form. |
| General | Transaction Type * | Document type. |
| General | Transaction Status | Trigger status (automatic only). |
| General | Secondary Status | Optional secondary status filter. |
| Provider & Rule | Channel * | WhatsApp or Email. |
| Provider & Rule | Default Provider * | Linked provider record. |
| Provider & Rule | Notification Template * | Linked template record. |
| Provider & Rule | Default Recipient Rule | Linked recipient rule. |
| Email Defaults | Default CC | Comma-separated CC for automatic emails. |
| Email Defaults | Default BCC | Comma-separated BCC for automatic emails. |
| Timing | Delay (minutes) | Minutes before send after trigger. |
| Fallback | Fallback Provider | Backup provider. |
| Fallback | Fallback Channel | Backup channel. |
| Conditions | Condition JSON | Optional JSON filter on document fields. |
FAQ
Send Email button says email not supported. What is missing?
Create an active Transaction Config with Use for Manual Send, correct Transaction Type, Channel Email, plus linked provider and template.
Can I have both manual and automatic configs for Sale Invoice?
Yes — one manual config (Use for Manual Send) for the Send Email button, and separate automatic configs (unchecked) for approve triggers.
What does Delay (min) do?
Waits the specified minutes after the status trigger before sending — useful to allow cancel/edit before WhatsApp or email goes out.
Must I create Recipient Rules first?
Required for automatic sends. Optional for manual email — user sets To on compose screen.
Can one document trigger multiple messages?
Yes — separate configs per channel or status each create a History row.
Do configs apply retroactively?
No. Only documents that change status after the config is active are queued.
Where is the message body defined?
On the linked Template — configs define when, who, and which provider.